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HIA

HFM Investment Advisors Portfolio holdings

AUM $285M
1-Year Est. Return 18.43%
This Fund
S&P 500
This Quarter Est. Return
+2.07%
1 Year Est. Return
+18.43%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$256M
AUM Growth
+$9.32M
Cap. Flow
+$4.43M
Cap. Flow %
1.73%
Top 10 Hldgs %
94.68%
Holding
1,342
New
75
Increased
392
Reduced
252
Closed
63

Top Buys

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.2M
2
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$593K
3
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$328K
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$231K
5
NVDA icon
NVIDIA
NVDA
+$202K

Top Sells

Rank Stock Value
1
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$404K
2
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$39.8K
3
JSCP icon
JPMorgan Short Duration Core Plus ETF
JSCP
+$24.4K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$24.3K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$13.1K

Sector Composition

Rank Sector Weight
1 Industrials 1.09%
2 Technology 1.07%
3 Healthcare 0.76%
4 Consumer Discretionary 0.32%
5 Utilities 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CARR icon
701
Carrier Global
CARR
$52.7B
$529 ﹤0.01%
10
-2
-17% -$111
URBN icon
702
Urban Outfitters
URBN
$6.71B
$527 ﹤0.01%
7
-3
-30% -$212
ILMN icon
703
Illumina
ILMN
$29B
$525 ﹤0.01%
4
+1
+33% +$117
DD icon
704
DuPont de Nemours
DD
$19.7B
$523 ﹤0.01%
4
-6
-60% -$675
ENSG icon
705
The Ensign Group
ENSG
$10.6B
$523 ﹤0.01%
3
– –
AWK icon
706
American Water Works
AWK
$26.6B
$522 ﹤0.01%
4
– –
IBP icon
707
Installed Building Products
IBP
$6.41B
$519 ﹤0.01%
2
– –
PRI icon
708
Primerica
PRI
$9.63B
$517 ﹤0.01%
2
-1
-33% -$261
DTE icon
709
DTE Energy
DTE
$28.4B
$516 ﹤0.01%
4
– –
CADE
710
DELISTED
Cadence Bank
CADE
$515 ﹤0.01%
12
– –
THO icon
711
Thor Industries
THO
$4.14B
$514 ﹤0.01%
5
– –
FCN icon
712
FTI Consulting
FCN
$4.2B
$513 ﹤0.01%
3
+1
+50% +$165
TTWO icon
713
Take-Two Interactive
TTWO
$47.5B
$513 ﹤0.01%
2
-1
-33% -$249
FFIV icon
714
F5
FFIV
$23.4B
$511 ﹤0.01%
2
-2
-50% -$538
OSIS icon
715
OSI Systems
OSIS
$3.91B
$511 ﹤0.01%
2
– –
CRK icon
716
Comstock Resources
CRK
$4.12B
$510 ﹤0.01%
22
+13
+144% +$287
GATX icon
717
GATX Corp
GATX
$6.27B
$509 ﹤0.01%
3
– –
LFUS icon
718
Littelfuse
LFUS
$11.9B
$506 ﹤0.01%
2
– –
HEI.A icon
719
HEICO Corp Class A
HEI.A
$37.4B
$505 ﹤0.01%
2
– –
PRIM icon
720
Primoris Services
PRIM
$4.53B
$497 ﹤0.01%
4
– –
FNB icon
721
FNB Corp
FNB
$6.76B
$496 ﹤0.01%
29
– –
JEF icon
722
Jefferies Financial Group
JEF
$12.7B
$496 ﹤0.01%
8
-4
-33% -$229
VLY icon
723
Valley National Bancorp
VLY
$8.11B
$491 ﹤0.01%
42
– –
LII icon
724
Lennox International
LII
$14.8B
$486 ﹤0.01%
1
-1
-50% -$501
ZBRA icon
725
Zebra Technologies
ZBRA
$18.1B
$486 ﹤0.01%
2
– –
27 28
29
30 31

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HFM Investment Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, HFM Investment Advisors held 1,342 positions worth $256M, up 3.8% from $246M the previous quarter. Its ten largest holdings account for 95% of the portfolio.

HFM Investment Advisors's Q4 2025 filing shows 75 new, 392 increased, 252 reduced and 63 closed positions. Its largest new stake was FS Specialty Lending Fund: 2,927 shares worth $41.4K. The largest sale was Dimensional National Municipal Bond ETF, an estimated $404K.

By sector, the portfolio is most concentrated in Industrials at 1.1% of assets, up from 1% a quarter earlier, followed by Technology and Healthcare.

  • HFM Investment Advisors's largest Q4 2025 buy was FS Specialty Lending Fund: 2,927 shares worth $41.4K.
  • HFM Investment Advisors added most to Dimensional US Core Equity 2 ETF in Q4 2025, an estimated $1.2M increase.
  • HFM Investment Advisors's biggest Q4 2025 reduction was Dimensional National Municipal Bond ETF, cutting an estimated $404K.
  • HFM Investment Advisors fully exited Fiserv Inc in Q4 2025, selling an estimated $645.
  • HFM Investment Advisors's ten largest holdings make up 95% of its $256M portfolio in Q4 2025.
  • HFM Investment Advisors opened 75 new positions and closed 63 in Q4 2025.
  • HFM Investment Advisors's portfolio value rose 3.8% quarter-over-quarter to $256M.

Based on HFM Investment Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.